Joseph Montgomery IV

Lee Turek is an investment advisor at First Midwest Investments with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with First Midwest Investments since 2006. Outside of his advisory role, he is involved in introducing bank loan participants in a non-investment capacity. First Midwest Investments provides investment advisory services to retirement plans, corporations, and individuals, including 401(k) consulting, participant education, and portfolio management. The firm manages approximately $11 million in non-discretionary assets and emphasizes pension consulting and direct participant services alongside fundamental analysis across various asset classes.

Timothy Tuinstra is a financial advisor at Calder Financial Group with five years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America, Inc. Outside of advising, he provides tax planning and tax return preparation as an IRS Enrolled Agent and also assists his son with a residential and small commercial painting business. Calder Financial Group advises individual and institutional clients, including retirement plans, foundations, and endowments, offering discretionary investment management and comprehensive financial planning. The firm uses a model portfolio approach with tactical rebalancing and provides pension consulting and third-party administration services.

Jason Troendle is a financial advisor with Focus Financial in St. Charles, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Focus Financial and Osaic Wealth Inc., he worked with The Fertilizer Institute and The Cold Chain Alliance. He operates a sole proprietorship assisting clients with financial planning and portfolio reviews. Focus Financial Network, Inc. manages approximately $6.3 billion across a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers a range of investment management and financial planning services utilizing diverse strategies and investment vehicles tailored to client needs.

Fredrick Troendle is a CFP® with 29 years of industry experience, currently serving at Focus Financial since 2014. He holds the Series 63 designation and has additional involvement as a trustee managing a family estate and serves as treasurer for a local Lutheran church. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts and financial planning services tailored through individualized investor profiles and diversified investment strategies.

Justin Mundt is a financial advisor at Gibbs Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at firms including Transce3nd, Realta Investment Advisors, Coppell Advisory Solutions, and Onyx Bridge Wealth Group. Outside of his advisory work, he owns Mundt & Associates, offering insurance sales and financial advisory services, and is involved in consulting and a business advisory partnership with a tax professional. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and model management. The firm’s process incorporates various analytical approaches and emphasizes risk protection, tax efficiency, and guaranteed-income solutions where appropriate.

Brian Russell is a financial advisor with Avantax Planning Partners, Inc. based in Winona, MN, holding a Series 63 designation and 19 years of industry experience. He has worked with Avantax Planning Partners since 2006 and previously with ProEquities, Inc. Russell also serves as president and CPA of Russell & Associates, LLC, a public accounting and consulting firm. Additionally, he holds trustee and conservator roles in private family trusts. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, leveraging collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based investment approach overseen by an Investment Advisory Committee and offers tax-intelligent overlays and discretionary portfolio management through centralized trading and reporting.